Community Financial System, Inc.
CBU- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000723188
In the last 90 days, Community Financial System, Inc. insiders filed 3 open-market purchases and 0 sales; 280 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Community Financial System, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 244
- +3 vs. Q4 2021
- Shares held
- 37.7M
- +19.9K (+0.1%) vs. Q4 2021
- Total value
- $2.65B
- −$159.2M (−5.7%) vs. Q4 2021
- New holders
- 26
- 90 more added
- Sold out
- 23
- 74 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 280 | $2.75B |
| Q1 2026 | 265 | $2.35B |
| Q4 2025 | 264 | $2.30B |
| Q3 2025 | 255 | $2.30B |
| Q2 2025 | 259 | $2.23B |
| Q1 2025 | 267 | $2.21B |
| Q4 2024 | 254 | $2.38B |
| Q3 2024 | 255 | $2.18B |
| Q2 2024 | 245 | $1.78B |
| Q1 2024 | 235 | $1.83B |
| Q4 2023 | 245 | $2.05B |
| Q3 2023 | 236 | $1.69B |
| Q2 2023 | 222 | $1.92B |
| Q1 2023 | 245 | $2.06B |
| Q4 2022 | 254 | $2.43B |
| Q3 2022 | 249 | $2.35B |
| Q2 2022 | 240 | $2.41B |
| Q1 2022 | 244 | $2.65B |
| Q4 2021 | 244 | $2.81B |
| Q3 2021 | 237 | $2.60B |
| Q2 2021 | 221 | $2.89B |
| Q1 2021 | 211 | $2.94B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,847 | $480.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,100 | $498.0K | 0.00% | +7,100 | New |
| American Century Companies Inc | 7,143 | $501.0K | 0.00% | +977+15.8% | Added |
| Burns J W & Co Inc | 7,404 | $519.0K | 0.08% | +30.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,619 | $534.0K | 0.00% | +4+0.1% | Added |
| Jane Street Group, LLC | 7,645 | $536.0K | 0.00% | +7,645 | New |
| Mutual of America Capital Management LLC | 7,764 | $545.0K | 0.01% | +395+5.4% | Added |
| Change Path, LLC | 8,192 | $575.0K | 0.03% | −345−4.0% | Reduced |
| Resources Management Corp | 8,250 | $579.0K | 0.08% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8,667 | $608.0K | 0.18% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 8,817 | $619.0K | 0.01% | +8,817 | New |
| Hanson & Doremus Investment Management | 9,011 | $632.0K | 0.14% | −80−0.9% | Reduced |
| Brookstone Capital Management | 9,292 | $632.0K | 0.01% | +1,062+12.9% | Added |
| Stifel Financial Corp | 9,093 | $638.0K | 0.00% | +189+2.1% | Added |
| Fifth Third Bancorp | 9,272 | $650.0K | 0.00% | +11+0.1% | Added |
| The PNC Financial Services Group, Inc. | 9,647 | $676.0K | 0.00% | −95−1.0% | Reduced |
| Handelsbanken Fonder AB | 10,516 | $738.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,611 | $744.0K | 0.00% | +4,110+63.2% | Added |
| Old Mission Capital LLC | 10,752 | $754.0K | 0.02% | −6,062−36.1% | Reduced |
| Meridian Wealth Partners, LLC | 10,883 | $763.0K | 0.16% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,881 | $764.0K | 0.00% | +10.0% | Added |
| Victory Capital Management Inc | 11,953 | $770.0K | 0.00% | +5,205+77.1% | Added |
| Strategic Financial Services, Inc, | 11,032 | $774.0K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,080 | $777.0K | 0.00% | +639+6.1% | Added |
| Laurus Investment Counsel Inc. | 12,070 | $847.0K | 0.32% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,329 | $865.0K | 0.01% | +10,743+677.4% | Added |
| Hamel Associates, Inc. | 12,625 | $886.0K | 0.32% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 12,704 | $891.0K | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 13,056 | $916.0K | 0.01% | +13,056 | New |
| Ensign Peak Advisors, Inc | 13,067 | $917.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,280 | $932.0K | 0.00% | −719−5.1% | Reduced |
| Arizona State Retirement System | 14,577 | $1.02M | 0.01% | +65+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 15,196 | $1.07M | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 16,695 | $1.17M | 0.07% | +9,785+141.6% | Added |
| Raymond James & Associates | 17,408 | $1.22M | 0.00% | +167+1.0% | Added |
| Baystate Wealth Management LLC | 18,068 | $1.27M | 0.11% | +100+0.6% | Added |
| Toronto Dominion Bank | 18,291 | $1.28M | 0.00% | +5,491+42.9% | Added |
| Susquehanna International Group, LLP | 18,585 | $1.30M | 0.00% | +390+2.1% | Added |
| Anchor Capital Advisors LLC | 18,862 | $1.32M | 0.03% | −44,668−70.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,300 | $1.42M | 0.02% | +20,300 | New |
| Oregon Public Employees Retirement Fund | 20,347 | $1.43M | 0.01% | −500−2.4% | Reduced |
| HighTower Advisors, LLC | 20,597 | $1.45M | 0.00% | +540+2.7% | Added |
| Alliance Wealth Advisors, LLC | 20,737 | $1.46M | 1.21% | −622−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 21,339 | $1.50M | 0.00% | −15,466−42.0% | Reduced |
| Price T Rowe Associates Inc | 21,347 | $1.50M | 0.00% | +3,376+18.8% | Added |
| Manufacturers Life Insurance Company, The | 21,518 | $1.51M | 0.00% | −4,633−17.7% | Reduced |
| Envestnet Asset Management Inc | 21,537 | $1.51M | 0.00% | −1,980−8.4% | Reduced |
| Maryland State Retirement & Pension System | 21,605 | $1.52M | 0.04% | +105+0.5% | Added |
| Bank of Montreal | 21,116 | $1.52M | 0.00% | +539+2.6% | Added |
| State Board of Administration of Florida Retirement System | 22,158 | $1.55M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,184 | $1.56M | 0.00% | +176+0.8% | Added |
| Algert Global LLC | 22,387 | $1.57M | 0.10% | +15,333+217.4% | Added |
| Pathway Financial Advisors LLC | 22,433 | $1.57M | 0.59% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 23,121 | $1.62M | 0.06% | 00.0% | Unchanged |
| FMR LLC | 23,651 | $1.66M | 0.00% | +22,824+2,759.9% | Added |
| Berkshire Asset Management LLC | 23,687 | $1.66M | 0.10% | −22−0.1% | Reduced |
| Amalgamated Bank | 24,072 | $1.69M | 0.01% | −1,153−4.6% | Reduced |
| Amalgamated Financial Corp. | 24,072 | $1.69M | 0.01% | +24,072 | New |
| Rafferty Asset Management, LLC | 24,127 | $1.69M | 0.01% | +2,974+14.1% | Added |
| Nisa Investment Advisors, LLC | 24,940 | $1.75M | 0.01% | −270−1.1% | Reduced |
| Occudo Quantitative Strategies LP | 25,272 | $1.77M | 0.15% | −1,231−4.6% | Reduced |
| Louisiana State Employees Retirement System | 26,200 | $1.83M | 0.04% | +100+0.4% | Added |
| State of Tennessee, Treasury Department | 26,642 | $1.87M | 0.01% | +2,635+11.0% | Added |
| Commonwealth Equity Services, LLC | 27,058 | $1.90M | 0.00% | +28+0.1% | Added |
| Canandaigua National Corp | 27,300 | $1.92M | 0.29% | +445+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,515 | $1.93M | 0.00% | +83+0.3% | Added |
| MetLife Investment Management | 27,948 | $1.96M | 0.01% | +9,987+55.6% | Added |
| TD Asset Management Inc | 28,321 | $1.99M | 0.00% | +28,321 | New |
| American International Group, Inc. | 30,706 | $2.15M | 0.01% | −1,887−5.8% | Reduced |
| Ergoteles LLC | 30,800 | $2.16M | 0.08% | −9,239−23.1% | Reduced |
| Jacobi Capital Management LLC | 30,921 | $2.17M | 0.26% | 00.0% | Unchanged |
| Deutsche Bank AG | 34,226 | $2.40M | 0.00% | −3,450−9.2% | Reduced |
| Holocene Advisors, LP | 34,439 | $2.42M | 0.01% | +3,477+11.2% | Added |
| State of New Jersey Common Pension Fund D | 34,581 | $2.43M | 0.01% | −2,947−7.9% | Reduced |
| Royal Bank of Canada | 36,265 | $2.54M | 0.00% | −5,597−13.4% | Reduced |
| State of Alaska, Department of Revenue | 37,579 | $2.64M | 0.03% | −605−1.6% | Reduced |
| HSBC Holdings PLC | 37,481 | $2.64M | 0.00% | −76,473−67.1% | Reduced |
| Texas Permanent School Fund | 38,197 | $2.68M | 0.04% | −676−1.7% | Reduced |
| New York State Common Retirement Fund | 38,200 | $2.68M | 0.00% | −446−1.2% | Reduced |
| Tudor Investment Corp Et Al | 42,459 | $2.98M | 0.08% | +18,276+75.6% | Added |
| Cubist Systematic Strategies, LLC | 43,570 | $3.06M | 0.03% | +30,854+242.6% | Added |
| Thrivent Financial for Lutherans | 43,861 | $3.08M | 0.01% | −29−0.1% | Reduced |
| Citadel Advisors LLC | 44,468 | $3.12M | 0.00% | −22,729−33.8% | Reduced |
| Russell Investments Group, Ltd. | 45,014 | $3.15M | 0.01% | −647−1.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,448 | $3.26M | 0.03% | +5,687+14.0% | Added |
| Comerica Bank | 47,097 | $3.29M | 0.02% | +345+0.7% | Added |
| Great West Life Assurance Co | 46,511 | $3.35M | 0.01% | +133+0.3% | Added |
| Yousif Capital Management, LLC | 49,868 | $3.50M | 0.04% | +365+0.7% | Added |
| UBS Group AG | 50,391 | $3.54M | 0.00% | −9,212−15.5% | Reduced |
| Citigroup Inc | 51,951 | $3.64M | 0.00% | +8,977+20.9% | Added |
| Prudential Financial Inc | 56,146 | $3.94M | 0.01% | −1,220−2.1% | Reduced |
| Richard Bernstein Advisors LLC | 56,656 | $3.98M | 0.08% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 56,842 | $3.99M | 0.00% | −2,232−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 57,325 | $4.02M | 0.01% | +29,767+108.0% | Added |
| Logan Capital Management Inc | 60,200 | $4.22M | 0.20% | 00.0% | Unchanged |
| Wells Fargo & Company | 62,390 | $4.38M | 0.00% | −19,376−23.7% | Reduced |
| Bahl & Gaynor Inc | 65,998 | $4.63M | 0.03% | −28,101−29.9% | Reduced |
| First Trust Advisors LP | 67,952 | $4.77M | 0.00% | −6,678−8.9% | Reduced |
| California State Teachers Retirement System | 68,822 | $4.83M | 0.01% | −5,997−8.0% | Reduced |
| D. E. Shaw & Co., Inc. | 70,120 | $4.92M | 0.01% | +26,535+60.9% | Added |